Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free TWFG Stock Alerts

TWFG (TWFG) Institutional Ownership

TWFG logo
$26.91 -0.01 (-0.04%)
As of 02:15 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for TWFG (NASDAQ:TWFG)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$67.44M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$85.29M
Get TWFG Insider Trade Alerts

Want to know when executives and insiders are buying or selling TWFG stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TWFG Institutional Buying and Selling by Quarter

TWFG Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2026 Bank of New York Mellon Corp13,577$327K0.0%N/A0.025%
5/19/2026Bank of America Corp DE54,111$995K0.0%+26.7%0.100%
5/18/2026Royal Bank of Canada6,485$119K0.0%-9.7%0.012%
5/14/2026Renaissance Technologies LLC118,327$2.18M0.0%+201.9%0.211%
5/7/2026 Dimensional Fund Advisors LP67,612$1.24M0.0%N/A0.120%
5/5/2026 Bank of New York Mellon Corp14,691$270K0.0%+20.1%0.026%
4/18/2026 Riverbridge Partners LLC549,614$10.11M0.2%-7.4%0.978%
2/19/2026T. Rowe Price Investment Management Inc.2,847,719$81.93M0.1%+0.9%5.067%
2/18/2026Susquehanna Portfolio Strategies LLC10,473$301K0.0%-38.3%0.019%
2/18/2026Susquehanna Fundamental Investments LLC11,724$337K0.0%N/A0.021%
2/18/2026Millennium Management LLC8,275$238K0.0%-63.7%0.015%
2/18/2026Balyasny Asset Management L.P.9,890$285K0.0%N/A0.018%
2/17/2026Schonfeld Strategic Advisors LLC26,848$772K0.0%+92.7%0.048%
2/17/2026Gillson Capital LP169,065$4.86M0.3%+14.6%0.301%
2/17/2026Price T Rowe Associates Inc. MD33,018$950K0.0%+5.8%0.059%
2/17/2026T. Rowe Price Investment Management Inc.386,622$11.12M0.0%-86.3%0.688%
2/17/2026Ghisallo Capital Management LLC50,000$1.44M0.1%-50.0%0.089%
2/17/2026 Russell Investments Group Ltd.1,421$41K0.0%-72.5%0.003%
2/17/2026State of Wisconsin Investment Board25,641$738K0.0%+13.4%0.046%
2/17/2026ExodusPoint Capital Management LP20,959$603K0.0%-47.2%0.037%
2/17/2026Royal Bank of Canada7,178$207K0.0%+40.5%0.013%
2/17/2026 Blair William & Co. IL19,896$572K0.0%-29.2%0.035%
2/16/2026Giverny Capital Inc.331,511$9.54M0.3%+10.4%0.590%
2/16/2026 Dockside LLC15,987$460K0.1%N/A0.028%
2/16/2026Brasada Capital Management LP160,787$4.50M0.8%-5.1%0.286%
2/13/2026 State Street Corp64,366$1.85M0.0%+6.2%0.115%
2/13/2026Dynamic Technology Lab Private Ltd16,252$468K0.1%N/A0.029%
2/13/2026Lord Abbett & CO. LLC255,764$7.36M0.0%+179.8%0.455%
2/13/2026Quadrant Capital Group LLC2,357$68K0.0%N/A0.004%
2/12/2026Renaissance Technologies LLC39,200$1.13M0.0%+8.0%0.070%
2/11/2026 Capital International Investors958,490$27.58M0.0%+114.4%1.705%
2/10/2026 TD Asset Management Inc67,704$1.95M0.0%+8.6%0.120%
2/10/2026Goldman Sachs Group Inc.53,303$1.53M0.0%-44.0%0.095%
2/10/2026 Central Securities Corp475,000$13.67M1.1%+5.6%0.845%
2/9/2026 Geode Capital Management LLC236,160$6.80M0.0%+7.5%0.420%
2/2/2026 Blalock Williams LLC11,942$344K0.3%+24.4%0.021%
2/2/2026 Fifth Third Bancorp896$26K0.0%+102.7%0.002%
1/20/2026 Ascent Group LLC102,402$2.95M0.1%+13.3%0.182%
1/13/2026 Riverbridge Partners LLC593,744$17.08M0.3%+9.4%1.056%
11/17/2025Giverny Capital Inc.300,317$8.24M0.3%+68.9%0.536%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
11/17/2025Woodline Partners LP58,003$1.59M0.0%N/A0.103%
11/17/2025Alyeska Investment Group L.P.215,778$5.92M0.0%+2.0%0.385%
11/17/2025Qube Research & Technologies Ltd52,693$1.45M0.0%-33.2%0.094%
11/17/2025Millennium Management LLC22,811$626K0.0%-80.0%0.041%
11/17/2025Bamco Inc. NY954,128$26.18M0.1%+5.8%1.701%
11/17/2025Bank of America Corp DE30,180$828K0.0%-40.4%0.054%
11/17/2025Boothbay Fund Management LLC20,000$549K0.0%-51.6%0.036%
11/17/2025Alliancebernstein L.P.1,137,987$31.23M0.0%-3.0%2.029%
11/14/2025Schonfeld Strategic Advisors LLC13,936$382K0.0%+7.5%0.025%
11/14/2025Raymond James Financial Inc.29,650$814K0.0%+5,830.0%0.053%
11/14/2025Two Sigma Investments LP139,192$3.82M0.0%+39.9%0.248%
11/13/2025Sei Investments Co.11,970$328K0.0%+28.6%0.021%
11/13/2025UBS Group AG46,172$1.27M0.0%+56.4%0.082%
11/13/2025 Capital International Investors447,021$12.27M0.0%-13.3%0.797%
11/13/2025 Russell Investments Group Ltd.5,168$142K0.0%N/A0.009%
11/13/2025 Blair William & Co. IL28,082$771K0.0%-1.4%0.050%
11/12/2025 Victory Capital Management Inc.351,478$9.65M0.0%+57.4%0.627%
11/12/2025 Central Securities Corp450,000$12.35M1.0%N/A0.802%
11/10/2025 TD Asset Management Inc62,362$1.71M0.0%+8.7%0.111%
11/7/2025Vanguard Group Inc.639,711$17.55M0.0%+3.2%1.141%
10/28/2025 Blalock Williams LLC9,599$263K0.2%N/A0.017%
10/20/2025 Ascent Group LLC90,402$2.48M0.1%+86.2%0.161%
10/14/2025 Riverbridge Partners LLC542,661$14.89M0.3%+57.6%0.968%
8/19/2025 State of Wyoming5,188$182K0.0%+42.0%0.009%
8/15/2025State of Tennessee Department of Treasury4,435$155K0.0%N/A0.008%
8/15/2025Man Group plc6,371$223K0.0%N/A0.011%
8/15/2025Gilder Gagnon Howe & Co. LLC240,356$8.41M0.1%-0.7%0.429%
8/15/2025BNP Paribas Financial Markets18,353$642K0.0%+145.2%0.033%
8/15/2025Boothbay Fund Management LLC41,334$1.45M0.0%+225.5%0.074%
8/15/2025Balyasny Asset Management L.P.76,871$2.69M0.0%-50.8%0.137%
8/15/2025Bamco Inc. NY902,061$31.57M0.1%+3.9%1.609%
8/15/2025Bank of America Corp DE50,618$1.77M0.0%+287.2%0.090%
8/14/2025PDT Partners LLC14,057$492K0.0%-16.8%0.025%
8/14/2025Lighthouse Investment Partners LLC53,994$1.89M0.1%-44.1%0.096%
8/14/2025Jane Street Group LLC34,831$1.22M0.0%N/A0.062%
8/14/2025Alliancebernstein L.P.1,172,985$41.05M0.0%+0.2%2.092%
8/14/2025Sei Investments Co.9,310$326K0.0%-29.2%0.017%
8/14/2025Next Century Growth Investors LLC144,398$5.05M0.4%+34.0%0.257%
8/13/2025Marshall Wace LLP128,682$4.50M0.0%-15.3%0.229%
8/13/20251832 Asset Management L.P.15,063$527K0.0%-4.8%0.027%
8/13/2025 Quantbot Technologies LP4,053$142K0.0%+52.5%0.007%
8/13/2025Seven Grand Managers LLC40,000$1.40M0.2%+33.3%0.071%
8/13/2025Grandeur Peak Global Advisors LLC80,257$2.81M0.3%N/A0.143%
8/13/2025Giverny Capital Inc.177,848$6.23M0.2%N/A0.317%
8/12/2025XTX Topco Ltd14,899$521K0.0%N/A0.027%
8/12/2025 JPMorgan Chase & Co.6,903$242K0.0%-74.8%0.012%
8/8/2025 Geode Capital Management LLC152,243$5.33M0.0%-26.9%0.271%
8/7/2025Acadian Asset Management LLC71,738$2.51M0.0%+5.2%0.128%
8/1/2025 Envestnet Asset Management Inc.9,762$342K0.0%N/A0.017%
7/28/2025 TD Asset Management Inc57,394$2.01M0.0%+8.4%0.102%
These gold assets are priced for $1,800 gold [it's over $4,000] (Ad)

Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's pullback from highs above 4000 an ounce. Yet top junior mining assets remain priced as if gold were still stuck near 1800 an ounce, a gap analyst Garrett Goggin calls the Golden Anomaly. With record cash on hand, majors may soon be forced to buy juniors to secure future production.tc pixel

See the junior gold assets majors may target next
7/24/2025 Blair William & Co. IL28,487$997K0.0%-9.1%0.051%
7/21/2025 Ascent Group LLC48,547$1.70M0.1%+10.6%0.087%
7/15/2025 Riverbridge Partners LLC344,267$12.05M0.2%N/A0.614%
6/27/2025Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073%
5/21/2025Acadian Asset Management LLC68,211$2.11M0.0%+176.4%0.122%
5/16/2025Woodline Partners LP51,674$1.60M0.0%-16.7%0.092%
5/16/2025Ascent Group LLC43,883$1.36M0.1%+131.0%0.078%
5/16/2025Goldman Sachs Group Inc.40,696$1.26M0.0%-87.7%0.073%
5/16/2025Alliancebernstein L.P.1,170,377$36.18M0.0%+15.7%2.087%
5/16/2025Alyeska Investment Group L.P.263,324$8.14M0.0%+15.5%0.470%


TWFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of TWFG. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($81.93M), FMR LLC ($34.94M), Alliancebernstein L.P. ($31.23M), Capital International Investors ($27.58M), Bamco Inc. NY ($26.18M), Nuveen Asset Management LLC ($21.93M), and Vanguard Group Inc. ($17.55M).Learn more on TWFG's institutional investors.

Of the 81 institutional investors that purchased TWFG's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.29M), Bamco Inc. NY ($957.97K), T. Rowe Price Investment Management Inc. ($876.90K), Capital International Investors ($718.44K), Riverbridge Partners LLC ($593.74K), Nuveen LLC ($501.49K), and Central Securities Corp ($475K).

Institutional investors have bought a total of 2,432,131 shares in the last 24 months. This purchase volume represents approximately $67.44M in transactions.

Of the 18 institutional investors that sold TWFG's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($2.43M), Millennium Management LLC ($105.80K), Balyasny Asset Management L.P. ($79.28K), Capital International Investors ($68.39K), Ghisallo Capital Management LLC ($50K), Riverbridge Partners LLC ($44.13K), and Goldman Sachs Group Inc. ($41.84K).

Institutional investors have sold a total of 2,975,347 shares in the last 24 months. This volume of shares sold represents approximately $85.29M in transactions.


Related Companies

Institutional ownership data for NASDAQ:TWFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Central banks bought 710 tonnes - this fund pays monthly
Gold is hitting new highs, fueled by tariffs and record central bank demand - 710 tonnes per quarter. JPMorgan...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Gold buyout deals have handed shareholders overnight gains up to 79 percent
Gold major acquisitions have repriced junior miners overnight, with past deals delivering gains from 40% to 1,...
Golden Portfolio | Sponsoredtc pixel
Who Really Gets Rich from IPOs?
Peter Thiel turned a $500,000 stake in Meta into nearly $1 billion by investing eight years before its IPO. Tr...
Weiss Ratings | Sponsoredtc pixel
How a rare metal shortage sent gains up 2512 percent
In 2010, a rare earth metal called dysprosium surged 2,512 percent in two and a half years after China cut exp...
Awesomely | Sponsoredtc pixel
$100 for this… $500 for that. Here’s how to stop the bleeding today
Rising costs are squeezing households nationwide. USA Today reports more families are moving in together, whil...
Brownstone Research | Sponsoredtc pixel